See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,642 | $93,571+25.7% | $135,903-13.4% | $75,163+56.5% |
| Participation rate | 97.5% | 75.2%+22.3pp | 81.9%+15.6pp | 67.2%+30.3pp |
| Annual return | 18.56% | 30.90%-12.3pp | 68.23%-49.7pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,409 | $3,537-31.9% | $4,856-50.4% | $2,670-9.8% |
| Participant deferral / active EE | $5,894 | $6,404-8.0% | $7,758-24.0% | $4,125+42.9% |
| Admin fee / account holder | $3,385 | $6,975-51.5% | $10,762-68.6% | $5,651-40.1% |